Erik Swarts

Contributor since: 04 Apr 2011

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• Taking Off in The Rain

  Published 23 December 2014 | viewed 0 times

  Photo courtesy of Pedro Moura Pinheiro The famous and infamous Joe Granville once duly observed, "Remember, if it's obvious to the public - it's obviously…

• the Crude Reality in Oil

  Published 16 December 2014 | viewed 0 times

  Just as we've found the more contemporary comparisons of previous rate tightening cycles misleading with today (e.g. ZIRP), we find a similar fallacy in gleaning…

• Following a 'Deflated' 2008 Redux in Commodities

  Published 09 December 2014 | viewed 0 times

  While the respective moves are roughly half 2008's magnitude - led by a corresponding seasonal pivot in the US dollar and euro, commodities have loosely…

• The Delta Blues - Side I

  Published 05 December 2014 | viewed 0 times

  With consumer confidence at its highest level since before the Great Recession and with unemployment below 6% for the first time since 2008, you might…

• The World is Flat - At The Transitional Divide

  Published 27 November 2014 | viewed 0 times

  One of the side effects of the financial crisis was that growth cycles across the world that had converged leading up to 2008, became untethered…

• The Commodity Supercycle Ain't Over - Yet

  Published 18 November 2014 | viewed 0 times

  As surprising as it might sound today, we believe the secular trend for commodities has higher elevations to travel, before eventually running its course -…

• Challenging Our Assumptions

  Published 03 November 2014 | viewed 0 times

  As the contemporary chapters of quantitative easing mature into their second decade (est. 2001 Japan) of trials and tribulations, it's important to recognize that the…

• The World According to ZIRP

  Published 28 October 2014 | viewed 0 times

  Over the rails we fell. As if the labyrinth and tentacles of the financial crisis wasn't already hard enough to handle, we suddenly found ourselves…

• Krugman Sees 37' - We Raise Him 9

  Published 20 October 2014 | viewed 0 times

  The expectation gap crashed close last week - with all the subtlety of an elephant standing and leaving the room. All it took was a…

• Dollar Hollers - What does it say?

  Published 23 September 2014 | viewed 0 times

  Paul Tudor Jones, once fittingly observed, "Fundamentals might be good for the first third or first 50 or 60 percent of a move, but the…

• The Miners Lead a Rising Tide

  Published 29 July 2014 | viewed 0 times

  Larger Image The asset relationships we have focused on over the past several weeks, is showing patterned replication in its leading proxy (precious metals miners)…

• Follow The Yellow Brick Road

  Published 09 July 2014 | viewed 0 times

  Over the years we've gravitated towards tracking the nuances in the precious metals sector, because they can be great leading indicators of some of the…

• Bubble Bubble Toil and Trouble

  Published 25 June 2014 | viewed 0 times

  A funny thing happened on the way to inflation... Long-term Treasury yields failed to rise as well. And although the shadow of the markets reaction…

• Beware the Fury of a Patient Position

  Published 20 June 2014 | viewed 0 times

  They say the third time's a charm - and if the narrowed range that has confined silver over the past two years is any indication,…

• Silver: Still Seeing The Forest for The Trees

  Published 04 June 2014 | viewed 0 times

  Rightfully so, short-term traders are taught to not question why an asset is trading higher, lower or sideways. In their narrowed perspective, it's often a…

• Nature's Law of Symmetry, Proportion and Balance

  Published 31 May 2014 | viewed 0 times

  Nature is pleased with simplicity - Isaac Newton The Treasury market continues to diverge from long-standing and perennial expectations of higher yields and interest rates.…

• Fear and Loathing in Las Vegas

  Published 23 May 2014 | viewed 0 times

  "By any accepted standard, I have had more than nine lives. I counted them up once and there were 13 times I almost and maybe…

• Weekend Update

  Published 16 May 2014 | viewed 0 times

  At this time last year we had commented on the continued loosening of correlations in the markets from the historic extremes witnessed in the fall…

• American Graffiti

  Published 15 May 2014 | viewed 0 times

  The writing on the wall that began ever so discretely and scribbled in pencil has become full blown graffiti installations - replete with colorful tags…

• Custer's Ghost

  Published 13 May 2014 | viewed 0 times

  A bookend to some of the contradicting and confusing conditions witnessed these days, 2011 was another important - but confounding, time period in the markets.…